Effective Date: May 5th, 2026

Terms and Conditions

Welcome to Excel with Me Training & Consulting LLC. By accessing or using our website, services, or engaging with us in any way, you agree to the following Terms and Conditions. Please read them carefully.

1. Company Information

Business Name: Excel with Me Training & Consulting LLC

Owner: Janet Ickes

Email: [email protected]

Phone: +1 336-525-1592

Business Address: Burlington, NC

2. Services

Excel with Me Training & Consulting LLC provides bookkeeping, financial organization, and related business support services. All services are subject to availability and may be modified or discontinued at any time without prior notice.

We reserve the right to refuse service to anyone for any reason at any time.

3. Client Responsibilities

By working with us, you agree to:

  • Provide accurate, complete, and timely financial information

  • Respond to requests for documentation in a reasonable timeframe

  • Maintain responsibility for final financial decisions and filings

Failure to provide necessary information may impact the quality, accuracy, or timeline of services.

4. Payments & Billing

  • All fees are outlined prior to engagement and agreed upon before work begins

  • Payments are due as specified in your invoice or agreement

  • Late payments may result in service delays or suspension

We reserve the right to update pricing at any time, with notice provided to active clients.

5. Refund Policy

Due to the nature of our services, all payments are non-refundable once services have been rendered.

If you have concerns, please contact us at [email protected] so we can address them promptly.

6. Confidentiality

We respect your privacy and will keep all client information confidential, except where disclosure is required by law.

However, we are not responsible for breaches caused by third-party platforms or client-side security issues.

7. Disclaimer

Our services are intended to support and organize your financial data. We do not provide legal or tax advice unless explicitly stated.

You are responsible for:

  • Final financial decisions

  • Tax filings and compliance

  • Consulting licensed professionals when necessary

8. Limitation of Liability

To the fullest extent permitted by law, Excel with Me Training & Consulting LLC shall not be liable for:

  • Any indirect, incidental, or consequential damages

  • Loss of profits, revenue, or data

  • Decisions made based on the information we provide

Our total liability shall not exceed the amount paid for services rendered.

9. Intellectual Property

All content, materials, templates, and systems provided by Excel with Me Training & Consulting LLC remain our intellectual property unless otherwise agreed in writing.

You may not reproduce, distribute, or share our materials without permission.

10. Termination

Either party may terminate services at any time with written notice.

Upon termination:

  • Outstanding invoices become immediately due

  • Access to services may be revoked

  • Any ongoing work may be paused or completed at our discretion

11. Changes to Terms

We reserve the right to update these Terms and Conditions at any time. Updates will be posted on this page with a revised effective date.

12. Governing Law

These Terms shall be governed by and interpreted in accordance with the laws of NC.

13. Contact Information

If you have any questions about these Terms, please contact us:

📧 [email protected]

📞 +1 336-525-1592

📍 Burlington, NC

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© Janet Ickes. 2026. All Rights Reserved.